National Association of Insurance and Financial Advisors-Florida
April NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA The Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies. April 14th | 2 pm eastern Have you ever made a planning recommendation to a client that you worked…
May 23-24, 2022 Join Us in Washington, D.C. Meet with your lawmakers. Learn to be an effective advocate. Influence policies that impact your business and clients. Each year, we list the names of attendees who pledge to advocate for their clients, communities, and country. NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy…
Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool Anthony S. Martinelli, CLU, CBEC Wealth Advisor Co-Founder Bob Bagonis Trivitum Private Wealth Strategies, LLC Founding Partner Thursday, June 16th 2 pm eastern Your high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services?…
Thursday Event — POSTPONED We regret to inform you that the IFAPAC Trivia & Happy Hour Event at Wild Rover Brewing Co. on Thursday, June 23rd has been postponed. We will be announcing a new date for the event soon and look forward to having each of our NAIFA Tampa joining us for this fundraiser…
From US Army Airborne to Managing Director – How NAIFA Drove My Journey to the Top Steve Saladino Managing Director Principal Financial Group Thursday, July 21st 2 pm eastern Former NAIFA Trustee and managing director with Principal Financial Group, Steve Saladino, is a prime example of doing the hard things well, the things that will…
From the Kitchen Table to the Top of the Table Richard Demko Director of Insurance and Head of Agency Centric Thursday, September 15 2 pm eastern He has been bit by two dogs in one year. He has slept in his truck. Before his appointments, he stocked shelves at Lowes. From these hard and dangerous…
NAIFA/CF IFAPAC Event Join members of NAIFA-CF for the IFAPAC Event on Thursday, October 6th from 6-8 pm at the Winter Park Raquet Club, 2111 via Tuscany, Winter Park. This event is hosted by our own member, Scott Bunkers, LUTCF, FSS of Fringe Benefit Plans, Inc. The event will feature heavy hors d'oeuvres and 2…
Winning Through Empathy Based Listening Eric Maddox Thursday, October 20 2 pm eastern In 2003, Staff Sergeant and interrogator, Eric Maddox collected the intelligence which led to the exact location and capture of Saddam Hussein using his Empathy Based Listening technique. Empathy Based Listening is one of the most powerful tools you will discover for…
We Look Forward to Celebrating Together The National Leadership Conference is NAIFA's annual business meeting, volunteer leadership training conference, and membership awards event to recognize the best of the best within NAIFA Nation. The purpose of the National Leadership Conference is to optimize how we work together so that we are the number one association…
Richard Demko, CLU®, ChFC®, RICP®, LUTCF, LACP Centric Wealth Thursday, December 15 2 pm eastern He has been bitten by two dogs in one year. He has slept in his truck. Before his appointments, he stocked shelves at Lowe's. From these hard and dangerous beginnings, Rick Demko now ranks among the country's top insurance and…